-19.3%
INFY vs RY
+161.8%
-181.2%
-52.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.6% | -2.9% | -2.5% |
| 7D | +0.5% | -3.0% | +3.5% | +1.4% |
| 30D | +13.6% | +6.3% | +7.3% | +11.1% |
| 3M | -2.4% | -2.6% | +0.2% | -1.8% |
| 6M | +2.2% | +13.9% | -11.8% | -3.8% |
| YTD | -29.5% | +21.7% | -51.2% | -35.5% |
| 1Y | -26.1% | +40.4% | -66.6% | -36.3% |
| All | -19.3% | +161.8% | -181.2% | -44.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RY.
Daily Out/Under-Performance
Portfolio return minus RY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RY return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded RY wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling